Vertex O is AWESOME!
Updated December 20, 2022

Vertex O is AWESOME!

Jorge Landeros | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We are using the Vertex O Series as our tax engine and primary reporting tool. We have 60-plus operating companies that use two different billing systems. We use Vertex O Series to calculate the tax across both billing platforms and then pass that data to Vertex Returns for compliance reporting. Vertex O is able to handle complex taxing issues and calculations for us across both billing platforms so we are confident that the tax charged on the invoice is correct.
  • Report generation. We can rely on a range of reports with very detailed data to high-level summaries.
  • Easy export of sales and tax data from Vertex O Series to Vertex Returns for compliance reporting.
  • Ability to assign roles and levels of what users can and cannot due within Vertex O Series. Very much needed for segregation of duties and SOX compliance.
  • I would like to see the communication between Vertex O and Vertex Returns and a bit more shored-up. Specifically in the Tax Area ID world. It seems like there are times where a tax area id has been retired in O but still exists in returns.
  • I would like to be able to search more invoices within the Standard Invoice Detail Report. Currently, the invoice number field has a character limit that is very frustrating to work with.
  • I would like for there to be a progress bar feature when running reports and/or not to have to "Refresh" to see when a report or task is complete.
  • I would also like to be able to kick off a report and have Vertex O notify me when the report is done.
  • Positive impact: High level of taxation accuracy.
  • Since implementing Vertex O Series our audit assessments have decreased significantly.
  • No negative impacts that I am aware of, thus far.
Overall Vertex can be easy to use, once you have had time to use and experiment with the systems. The annual Vertex Exchange conference is also a great source of knowledge.
  • Tax accuracy
  • Reporting
Inaccurate taxation and remittance to the multitude of taxing jurisdictions can be very expensive. Vertex O Series and Returns greatly assist in keeping audit costs at a minimum.
I was not involved in the decision making process. However, as a Vertex Certified user I can say that the product is very robust and well suited for our tax calculation and reporting needs.
  • Gross Receipts tax calculations using reports.
  • Isolation of intracompany sales or inventory transfers.
The configuration is complex but well worth the time and effort needed to set up and implement.
Most of my support calls are resolved in a timely fashion and more often than not with a solution.
  • Foodstar Billing
  • AS400 Billing
  • SAP

Do you think Vertex delivers good value for the price?


Are you happy with Vertex's feature set?


Did Vertex live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Vertex go as expected?


Would you buy Vertex again?


Vertex O is very well suited when dealing with a large volume of invoices and/or across many states. Vertex O Series can provide very accurate taxing and great detail in those tax calculations.

Vertex Feature Ratings

Sales and Use Taxes
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
3rd-Party Software Integrations
Tax Data Reporting
Compliance Administration Management
Not Rated
Tax Exemption Processing
Not Rated
Tax Document Management
Not Rated
Complex Tax Scenario Management

Using Vertex

Sales and Use Tax Compliance
1 - Someone with strong IT or systems knowledge.
I do not see any reason to move away from Vertex. The suite of programs and systems work very well for our reporting purposes.
Working with Vertex Support, for the most part, is painless. Service tickets are resolved timely and professionally.

Evaluating Vertex and Competitors

Vertex Support

Quick Resolution
Good followup
Knowledgeable team
Problems get solved
No escalation required
Quick Initial Response
Difficult to get immediate help
Need to explain problems multiple times
Yes - Reported "bugs" seem to get resolved in the background without follow up.

Using Vertex

Like to use
Relatively simple
Easy to use
Well integrated
Quick to learn
Feel confident using
  • Extracting data from O Series and importing to Returns
  • Running detailed reports with only the information I care about or need.
  • Taxability mapping.
  • Assignment of additional codes needed for B&O returns module.